--- title: "Connect Clientary and GoHighLevel - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create task\" in GoHighLevel." canonical: "https://apiant.ai/connect/clientary-to-gohighlevel" --- # Connect Clientary and GoHighLevel When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create task** in [GoHighLevel](https://apiant.ai/connections/gohighlevel), or **New or updated contact** in GoHighLevel to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions GoHighLevel **1** trigger GoHighLevel **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and GoHighLevel to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientary and GoHighLevel can do together ### From Clientary to GoHighLevel - When **New Expense** in Clientary then **Create task** in GoHighLevel - When **New Invoice** in Clientary then **Send a message** in GoHighLevel ### From GoHighLevel to Clientary - When **New or updated contact** in GoHighLevel then **Add contact** in Clientary - When **New or updated contact** in GoHighLevel then **Create Invoice** in Clientary Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientary and GoHighLevel ## Triggers and actions 4 triggers · 43 actions - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. - Trigger **New or updated contact** Triggered when a contact is created or updated in your HighLevel sub-account. - Action **Create appointment** Book a new calendar appointment. - Action **Create note** Add a note to a contact. - Action **Create opportunity** Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting. - Action **Create task** Create a task on a contact. - Action **Delete appointment** Cancel/delete a calendar event or appointment. - Action **Delete contact** Delete a contact. - Action **Delete note** Delete a note from a contact. - Action **Delete task** Delete a task from a contact. - Action **Find contacts** Search contacts by name, email, phone, or other criteria. - Action **Find conversations** Search conversations by contact or other criteria. - Action **Find opportunities** Search opportunities by pipeline, stage, contact, or other criteria. - Action **Get appointment** Retrieve a single calendar appointment by ID. - Action **Get calendar** Retrieve a single calendar's configuration by ID. - Action **Get contact** Retrieve a single contact by ID. - Action **Get conversation** Retrieve a single conversation by ID. - Action **Get note** Retrieve a single note on a contact. - Action **Get opportunity** Retrieve a single opportunity by ID. - Action **List calendar events** List calendar events within a date range. - Action **List calendars** List all calendars for the location. - Action **List notes** List all notes on a contact. - Action **List tasks** List all tasks on a contact. - Action **Remove tags from contact** Remove one or more tags from a contact. - Action **Send a message** Send an SMS, email, or other conversation message to a contact. - Action **Update appointment** Update an existing calendar appointment. - Action **Update contact** Update an existing contact's fields. - Action **Update note** Update an existing note on a contact. - Action **Update task** Update an existing task on a contact. - Action **Upsert contact** Create a contact or update it if a matching contact already exists. - Action **Upsert opportunity** Create an opportunity or update it if a matching one already exists. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connections/gohighlevel) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into GoHighLevel - [ **SendGrid to GoHighLevel** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-gohighlevel) - [ **Calendly to GoHighLevel** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **MINDBODY to GoHighLevel** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-gohighlevel) - [ **PostgreSQL to GoHighLevel** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **Vercel to GoHighLevel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-gohighlevel) - [ **Apptoto to GoHighLevel** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connect/apptoto-to-gohighlevel) Questions ## Clientary and GoHighLevel, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GoHighLevel when something happens in Clientary? Any of GoHighLevel's 29 actions, including Create appointment, Create note, Create opportunity and Create task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoHighLevel to Clientary? Yes. When something happens in GoHighLevel, your agent can act in Clientary too. This page covers both directions: GoHighLevel's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or GoHighLevel? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientary and GoHighLevel without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.